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Todd Stoner

Disciplined Investors, L.l.c.

Assets Managed
$167.975M
Holdings
139
Last Quarter
2026 - Q1
Filed Date
1mo 22d ago
Growth Rate
10.19%(2Q avg: 9.35%)
Sustained Growth
5 quarters

Portfolio positions

This chart displays the top 10 holdings in Disciplined Investors, L.l.c.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 139 positions.

Assets under management

The assets under management (AUM) of Disciplined Investors, L.l.c. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 167.975M in assets, with a quarterly growth rate of 10.19% and a 2-quarter average growth rate of 9.35%. The portfolio is managed by Todd Stoner, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
IDV
Ishares International Select
Recent Activity
Increased 13.34%
7.69%
$12.911M
303,357 shares@ $42.57 avg price
VUG
Vanguard Growth Etf
Recent Activity
Increased 10.24%
5.46%
$9.162M
20,977 shares@ $436.79 avg price
SCHB
Schwab Us Broad Market Etf
Recent Activity
Decreased -0.47%
4.98%
$8.36M
333,058 shares@ $25.1 avg price
VXUS
Vanguard Total Intl Stock
Recent Activity
Increased 7.47%
3.17%
$5.318M
68,966 shares@ $77.11 avg price
VEU
Vanguard Ftse All-world Ex-u
Recent Activity
Increased 0.41%
3.07%
$5.141M
68,459 shares@ $75.1 avg price
DFSV
Dimensional Us Small Cap Val
Recent Activity
Increased 17.27%
2.98%
$5.005M
142,833 shares@ $35.05 avg price
AAPL
Apple Inc
Recent Activity
Increased 6.01%
2.26%
$3.783M
14,907 shares@ $253.8 avg price
VOO
Vanguard S&p 500 Etf
Recent Activity
Increased 4.21%
2.22%
$3.715M
6,217 shares@ $597.53 avg price
XLK
Technology Select Sect Spdr
Recent Activity
Increased 0.71%
2.15%
$3.604M
27,119 shares@ $132.9 avg price
DFGP
Dim Global Cp Fixed Income
Recent Activity
Increased 4.47%
2.09%
$3.5M
64,829 shares@ $53.99 avg price

1-10 of 139